AI

Memory manufacturers face class action lawsuit over alleged DRAM price-fixing and market manipulation

A class action lawsuit filed in the Northern District of California accuses major DRAM manufacturers—Samsung, SK Hynix, and Micron—of engaging in concerted anticompetitive behavior to inflate memory prices. The complaint alleges that these companies coordinated a pivot toward high-bandwidth memory (HBM) while simultaneously restricting the production of conventional DRAM, driving up prices by approximately 700% over a four-year period. The lawsuit claims this conduct lacks economic justification absent collusion and mirrors past price-fixing schemes for which these manufacturers have previously been penalized. In related industry developments, Lenovo stated at the ISC 2026 conference that DRAM and NAND prices are unlikely to return to previous levels for the foreseeable future, citing sustained high demand from the AI sector. Additionally, Sony Interactive Entertainment announced that physical game disc production for new PlayStation releases will be discontinued starting in January 2028, citing a shift in consumer preference toward digital formats. Meanwhile, the proposed Kids Internet and Digital Safety Act (KIDS Act) has raised concerns regarding potential requirements for age verification and increased data collection on digital platforms.

A class action lawsuit filed in the Northern District of California accuses major DRAM manufacturers—Samsung, SK Hynix, and Micron—of engaging in concerted anticompetitive behavior to inflate memory prices. The complaint alleges that these companies coordinated a pivot toward high-bandwidth memory (HBM) while simultaneously restricting the production of conventional DRAM, driving up prices by approximately 700% over a four-year period. The lawsuit claims this conduct lacks economic justification absent collusion and mirrors past price-fixing schemes for which these manufacturers have previously been penalized. In related industry developments, Lenovo stated at the ISC 2026 conference that DRAM and NAND prices are unlikely to return to previous levels for the foreseeable future, citing sustained high demand from the AI sector. Additionally, Sony Interactive Entertainment announced that physical game disc production for new PlayStation releases will be discontinued starting in January 2028, citing a shift in consumer preference toward digital formats. Meanwhile, the proposed Kids Internet and Digital Safety Act (KIDS Act) has raised concerns regarding potential requirements for age verification and increased data collection on digital platforms.

A class action lawsuit alleges that Samsung, SK Hynix, and Micron coordinated to inflate DRAM prices by restricting supply. The complaint claims that these manufacturers intentionally pivoted to HBM while limiting conventional DRAM production to maximize profits.

Lenovo executives stated that DRAM and NAND prices will likely remain elevated for years due to high AI-driven demand. Sony announced it will cease physical game disc production for new PlayStation titles beginning in January 2028.

The proposed KIDS Act has drawn scrutiny for potentially mandating age verification and increasing data collection on digital platforms.

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Worth noting

  • The lawsuit against DRAM manufacturers is an ongoing legal matter and allegations have not been proven in court.
  • Lenovo's comments on future DRAM pricing are projections based on current market trends and are subject to change.
  • The KIDS Act is a proposed bill and its final provisions may differ from the current text discussed.
  • This report discusses leaks, rumors, or other claims about an unreleased product. Specifications, features, pricing, and timing are not confirmed until the manufacturer announces them.

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